Meridian Wealth Partners, LLC

Position in CBU — Community Financial System, Inc.

CIK 1781942 EXTON, PA

Position in CBU

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$730,936

+$92,238 QoQ

Shares Held

10,890

0.0% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

0.97%

of 13F equity value

Holder Rank

#124

of 275 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Meridian Wealth Partners, LLC holds $3,281,978 across 5 Banks - Regional names. CBU ranks #2 (22.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRBK	Meridian Corp	66,850	$1,339,005
2	CBU	Community Financial System, Inc. This page	10,890	$730,936
3	FULT	Fulton Financial Corp	27,542	$666,240
4	PNC	Pnc Financial Services Group, Inc.	1,278	$314,669
5	PFS	Provident Financial Services Inc	9,777	$231,128

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$730,936	10,890	0.0%	Shares	Defined	2026-08-12
2026-03-31	$638,698	10,890	0.0%	Shares	Defined	2026-05-14
2025-12-31	$625,521	10,890	-0.3%	Shares	Defined	2026-02-13
2025-09-30	$640,759	10,927	-0.1%	Shares	Defined	2025-11-13
2025-06-30	$621,816	10,934	0.0%	Shares	Defined	2025-08-13
2025-03-31	$621,707	10,934	+0.1%	Shares	Defined	2025-05-13
2024-06-30	$515,863	10,927	+0.0%	Shares	Defined	2024-08-12
2024-03-31	$524,631	10,923	0.0%	Shares	Defined	2024-05-10
2023-12-31	$569,197	10,923	+0.2%	Shares	Defined	2024-02-05
2023-09-30	$460,215	10,903	+0.2%	Shares	Defined	2023-11-03
2023-06-30	$510,195	10,883	-0.0%	Shares	Sole	2023-08-02
2023-03-31	$571,353	10,885	-0.0%	Shares	Defined	2023-05-04
2022-12-31	$685,335	10,887	+0.0%	Shares	Defined	2023-02-14
2022-09-30	$653,850	10,883	0.0%	Shares	Sole	2022-11-14
2022-06-30	$688,676	10,883	0.0%	Shares	Sole	2022-08-15
2022-03-31	$763,442	10,883	0.0%	Shares	Sole	2022-05-13
2021-12-31	$810,565	10,883	0.0%	Shares	Sole	2022-02-15
2021-09-30	$744,614	10,883	0.0%	Shares	Sole	2021-11-12
2021-06-30	$823,298	10,883	0.0%	Shares	Sole	2021-08-12
2021-03-31	$834,943	10,883	-2.4%	Shares	Sole	2021-05-17
2020-12-31	$694,631	11,148	+0.7%	Shares	Sole	2021-02-16
2020-09-30	$602,817	11,069	+0.7%	Shares	Sole	2020-11-12
2020-06-30	$626,478	10,987	+0.7%	Shares	Sole	2020-08-12
2020-03-31	$641,860	10,916	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.